北美電動卡車服務售後市場競爭基準化分析

North American Electric Truck Servicing Aftermarket Competitive Benchmarking

出版日期: 2023年08月16日 | 出版商:

Frost & Sullivan | 英文 57 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

OE 供應商和電動服務提供者應尋求策略聯盟和新的商業模式，以確保更高的投資報酬率和利潤

這項競爭基準化分析重點關注北美電動卡車市場的成長和售後服務機會。本研究提供了主要OEM和非OEM及其電動卡車服務策略的資訊。機會的大小是透過預測道路上 LD、MD 和 HD 卡車的數量以及這些卡車行駛的平均距離來確定的。分析涵蓋了目標公司現有的各種商業模式和未來策略。由於運輸業大力推動減少碳排放，未來幾年對電動卡車的需求可能會成長。此類卡車的服務和維護可能是維持平穩運作和逐步取代運輸中的內燃機卡車的關鍵。OEM、供應商和電動生態系統的新進業者正在努力為電動卡車提供售後服務。到 2022年終，將推出超過 15 種卡車型號，從而需要廣泛的服務網路。遠距離診斷和現場移動診斷是電動卡車價值鏈上的熱門選擇。服務提供者應利用這一獨特的機會，瞄準尋求電動卡車服務的OEM和供應商。儘管電動卡車的採用仍處於起步階段，但卡車分析和見解將簡化從維護 ICE 車隊到電動車隊的過渡。

負責電動卡車維修的人員必須具備必要的技能，這一點至關重要。因此，電動卡車OEM、零件供應商和服務提供者必須共同努力培訓/提高合格人員的技能並升級現有的售後服務網路。電動卡車服務將為遠距離診斷和預後診斷提供顯著的成長機會。科技公司和服務供應商之間合作開發先進的軟體和系統將開拓新的企業收益，並為獨特的商業模式鋪平道路。

成長促進因素
成長阻礙因素
OEM MD、HD、EV 發布準備狀態
OEM組合策略或重點產品領域
OEM、供應商、電動車廠商和目標群體
基於資產數量的 LD、MD、HD EV 機會
基於里程數的 LD、MD、HD EV 機會
LD、MD、HD EV商機
LD、MD、HD 的商機依 LD、MD、HD 分類的 EV OEM收益
需要維修的電動卡車電子模組
電動車服務中的OEM商業模式
LD、MD、HD EV OEM機會：HD 維修可用性、確定性和經銷商關注度
LD、MD、HD 的 EV OEM業務機會時間表
LD、MD、HD EV 的非OEM機會 - HD 維修可用性、確定性和經銷商重點
評估 LD、MD 和 HD 的OEM機會

公司簡介

電動MD 和 HD 服務重點 - Tesla
電動MD 和 HD 服務重點 - XOS
電動MD和HD服務重點 - LION Electric
電動MD&HD服務焦點-到達
電動MD&HD服務焦點-Proterra
電動MD & HD 服務 Focus-Orange EV
電動MD&HD服務聚焦-比亞迪電動
MD&HD 服務重點 - Rivian

成長機會宇宙

成長機會1-遠距離診斷/預測
成長機會2-培訓/技能提升
成長機會 3 - 線上市場
附件清單
免責聲明

簡介目錄

Product Code: K82E-41

OE Suppliers and Electrification Service Providers to Pursue Strategic Partnering and New Business Models to Ensure Greater RoI and Margin

This competitive benchmarking focuses on the growth of the electric truck market in North America and its aftermarket service opportunities. The study provides information on key OEMs and non-OEMs and their electric truck service strategies. Opportunity size is determined by forecasting the number of LD, MD, and HD trucks on the road and the average number of miles these travel on the road. The analysis covers different business models already adopted and the future strategies of the target companies. Owing to the greater push toward reducing carbon emissions from the transportation industry, the demand for electric trucks will grow in the next few years. Service and maintenance of such trucks will be key to sustaining smooth operations and the gradual replacement of ICE trucks in transportation. OEMs, suppliers, and new entrants in the electrification ecosystem are working on providing aftermarket servicing to electric trucks. The introduction of more than 15 truck models at the end of 2022 has created the requirement for an extensive service network. Remote diagnostics and on-site mobile diagnostics are popular choices along the electric truck value chain. Service providers should address the unique opportunity to target OEMs and suppliers aiming to service electric trucks. Though electric truck adoption is still nascent, truck analytics and insights will ease the transition from maintaining an ICE fleet to an electric fleet.

It is vital that the personnel handling electric truck servicing be equipped with the necessary skills. As a result, electric truck OEMs, component suppliers, and service providers will have to collaboratively work to train/upskill qualified personnel and upgrade existing aftermarket service networks. Electric truck servicing will offer huge growth opportunities within remote diagnostics and prognostics. Partnerships among technology companies and service providers, to develop advanced software and systems, will open up new revenue streams and make the way for unique business models.

Strategic Imperative

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Electric Truck Servicing Aftermarket
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

Research Scope
Segmentation
Key Competitors

Growth Environment

Key Findings
OEM 4R Growth Strategy
Non-OEM 4R Growth Strategy
OEM EV Business Model
Non-OEM EV Business Model
Opportunity Assessment-Electric Truck Value Chain

Growth Opportunity Analysis

Growth Drivers
Growth Restraints
MD, HD, EV Launch Readiness of OEMs
OEM Portfolio Strategy or Focus Product Segments
OEMs, Suppliers, EV Players, and Groupings Targeted
LD, MD, HD EV Opportunities Based on Number of Assets
LD, MD, HD EV Opportunities Based on Number of Miles
LD, MD, HD EV Revenue Opportunity
LD, MD, HD EV Opportunities: OEM Revenue by LD, MD, HD
Electric Truck e-modules Requiring Servicing
OEM Business Models in EV Servicing
LD, MD, HD EV OEM Opportunities-Potential HD Repair, Certainty, Dealer Focus
LD, MD, HD EV OEM Opportunities Timeline
LD, MD, HD EV Non-OEM Opportunities-Potential HD Repair, Certainty, Dealer Focus
LD, MD, HD Non-OEM Opportunity Assessment